terms

 

• Bill will be making key words like gross profit, sales

• Words bill thinks sentiment should focus on:

• Looking for quality companies with sustainable growth and a good price

• Focus on sustainable growth

• Operating leverage

• Ability to expand margins

• cyclical 

• Demographics

• Stable things like food

• Growth, slowing down sustainable, resiliency, decelerating accelerating

• Growth comps

• Tough comps

• Filings will be more formal: revenue and sales

• Conference calls will be more colloquial

• Top line growth

• Earnings

• Free cashflow growth

• Excess cash, shareholders, share buybacks, dividends

• Alpha sense

• Market share (dominant, growing/taking share)

• Better widget/company

• Quantum computing

• Inflection points in cyclical stocks

• Leading indicators of inflection points (inventory growing)

• Balance sheets

• Read throughs (positive/negative)

• False reading (overly bullish because they don’t want to admit it or they don’t notice problems)

• Debt

• Interest rate risk

• Floating debt

• Flag potential problem stocks

• ESG

Possible pivot:

• Come up with ways to implement chatGPT where it can generate summaries of calls or filings, and we could then try and check the sentiment of the summary and the call, and compare, make sure they add up

What to focus on/work on for the rest of the semester:

• Write a paper giving the explicit theory about how the model would work

• Essentially create documentation to allow for the next semester to work on the same project and pick up where it left off

• Read and understand Gabriel’s, Kate’s and Taamir’s projects

Quality

Sustainable growth

Revenues

Free cash flow

Operating leverage

Expand margins

Cyclical / eco cycle

Growth - Slow/Accelerated/decelerated

Resiliency

Faster than normal

Tough comps

revenue/sales

Top liine growth

Earnings

Re-invest excess

Shareholder

Buybacks

Dividends

Alphasense

Maket share

Moat +protection

Better in goog/bad

Taking share

AMD

Quantum computing

Leading indicators

Inventory growing

Revenues vs inventories

Balance sheet

Read thru

Guide down

Correlated

Transcripts

# of times words are said

Bullish

Local papers -> breaking stories

Blog

People rating

News letters

Supply chain

Cnbs -> IBM -> Earnings

Gross margins

Score

Debt

Variable rate

Refinance risk

Warning signs

Strip out words

Interest expense